You can simply drag and drop multiple invoices into the drop zone or click “Upload” and select all the invoices you want to upload in one go. (Note: You can currently upload up to 50 invoices at once, with a total size of less than 50MB).
Once the upload process is completed, you have two options: (i) go directly to the workflow selection step by clicking "Send now or (ii) view the invoices as drafts.
1. Send now
If you choose “Send now,” you'll be able to select the distribution channel (email, SMS, or WhatsApp) and assign a workflow for all the invoices in the batch. Since the same template is used for all invoices, placeholders (like customer names or amounts) will be shown as variables in the preview, rather than actual details. This is because the template will be applied to each invoice individually once sent.
Any custom message you include here (e.g., "Here is your latest invoice") will be sent with all the invoices in the batch, so the same message will apply to each customer.
2. View as draft
If you choose to view the invoices as drafts first, all the invoices in the batch will be uploaded as drafts and will appear under the "Invoices" tab. You can review each invoice and update any contact details as needed before sending them out. Once you're ready to send, select the invoices you want to send by ticking the checkbox next to each one. Then, click "Send." This will initiate the process mentioned above, allowing you to add a customised message and choose the distribution channel for the batch.
